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WILLNER & HELLER, LLC: RDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WILLNER & HELLER, LLC on RDVY, newest first. How the timeline and the estimate are built.

WILLNER & HELLER, LLC held 67,620 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,620 shares
    Change vs previous 13F -158 shares

    3.43% of the 13F portfolio, value $5,481,292.

    13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,778 shares
    Change vs previous 13F +5,708 shares

    3.45% of the 13F portfolio, value $4,627,859.

    13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 62,070 shares
    Change vs previous 13F +3,075 shares

    3.1% of the 13F portfolio, value $4,311,994.

    13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 58,995 shares
    Change vs previous 13F +1,910 shares

    3.05% of the 13F portfolio, value $3,968,019.

    13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,085 shares
    Change vs previous 13F -479 shares

    3.02% of the 13F portfolio, value $3,581,516.

    13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,564 shares
    Change vs previous 13F +4,581 shares

    3.11% of the 13F portfolio, value $3,369,785.

    13F-HR 0001085146-25-002587 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 52,983 shares
    Change vs previous 13F +1,068 shares

    2.74% of the 13F portfolio, value $3,133,404.

    13F-HR 0001085146-25-000260 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,915 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $3,073,911.

    13F-HR 0001085146-24-004786 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).